*A job as a Wealth Management Advisor falls under the broader career category of Personal Financial Advisors. The information on this page will generally apply to all careers in this category but may not specifically apply to this career title.
Job Description
for Personal Financial Advisors :
Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. May also buy and sell financial assets for clients.
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